EWM
OXY icon

Evermay Wealth Management’s Occidental Petroleum OXY Stock Holding History

Evermay Wealth Management’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.8K Buy
+346
New +$19.6K ﹤0.01% 459
2024
Q1 		– Sell
-59
Closed -$3.52K – 699
2023
Q4 		$3.52K Buy
+59
New +$3.6K ﹤0.01% 495

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Evermay Wealth Management's OXY Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Occidental Petroleum (OXY) in Q2 2026: 346 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in OXY as recently as Q4 2023.

Evermay Wealth Management first reported a position in OXY in Q4 2023 and has held it in 2 quarters since. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Evermay Wealth Management held 346 shares of Occidental Petroleum worth $16.8K as of Q2 2026.
  • Occidental Petroleum was a new Evermay Wealth Management position in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #459 holding.
  • Evermay Wealth Management first reported a position in Occidental Petroleum in Q4 2023 and has held it in 2 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.